Apple Inc. $AAPL Shares Sold by Bridgewater Advisors Inc.

Key Points

• Bridgewater Advisors trimmed its Apple stake by 2.4% in Q4, selling 4,608 shares to hold 188,828 shares (about 3.0% of its portfolio) valued at roughly $46.8 million, making Apple its 8th largest holding.
• Apple beat expectations for the March quarter with $2.01 EPS and $111.18 billion in revenue (revenue +16.6% YoY), and raised its quarterly dividend to $0.27 (record May 11, payment mid‑May).
• Other major institutions (Vanguard, State Street, Northern Trust and others) largely increased positions, while Apple is pursuing strategic moves — opening iOS 27 to third‑party AI models and exploring U.S. chip partners — even as it faces legal headwinds including a $250 million Siri settlement and ongoing antitrust litigation.

Bridgewater Advisors Inc. reduced its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 188,828 shares of the iPhone maker's stock after selling 4,608 shares during the period. Apple makes up about 3.0% of Bridgewater Advisors Inc.'s investment portfolio, making the stock its 8th biggest holding. Bridgewater Advisors Inc.'s holdings in Apple were worth $46,763,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Apple by 0.4% in the 1st quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock valued at $311,157,662,000 after purchasing an additional 5,005,297 shares in the last quarter. State Street Corp grew its stake in shares of Apple by 0.9% during the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares in the last quarter. Norges Bank acquired a new stake in shares of Apple during the second quarter valued at about $38,942,255,000. Finally, Northern Trust Corp grew its stake in shares of Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Apple Stock Performance

Shares of AAPL stock opened at $287.52 on Thursday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. Apple Inc. has a one year low of $193.25 and a one year high of $288.62. The company's 50-day simple moving average is $261.55 and its 200-day simple moving average is $265.79. The stock has a market capitalization of $4.22 trillion, a price-to-earnings ratio of 34.77, a PEG ratio of 2.48 and a beta of 1.06.

Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, topping the consensus estimate of $1.95 by $0.06. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business had revenue of $111.18 billion for the quarter, compared to analysts' expectations of $109.46 billion. During the same quarter last year, the company posted $1.65 earnings per share. The company's quarterly revenue was up 16.6% compared to the same quarter last year. Equities analysts anticipate that Apple Inc. will post 8.73 earnings per share for the current fiscal year.

Apple Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 14th. Shareholders of record on Monday, May 11th will be issued a $0.27 dividend. This is an increase from Apple's previous quarterly dividend of $0.26. This represents a $1.08 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. Apple's dividend payout ratio is 13.06%.

Apple News Summary

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Bloomberg/Reuters reports Apple will let users pick third‑party AI models across iOS 27 features — a move that turns iPhones into a more open AI platform, increasing services opportunities and ecosystem stickiness. Apple to let users choose rival AI models across iOS 27 features
• Positive Sentiment: Apple confirmed an increased dividend with an upcoming record/ex‑dividend timeline (shareholders of record May 11; payment mid‑May), supporting income-oriented demand. Dear Apple Stock Fans, Mark Your Calendars for May 11
• Positive Sentiment: Reports that Apple is exploring U.S. chip manufacturing partnerships with Intel and Samsung reduce single‑supplier (TSMC) risk — a structural supply‑chain play that investors see as de‑risking long‑term device production. The news also lifted chip peers, signaling investor appetite for the strategy. Apple explores using Intel, Samsung to build main device chips in the US
• Positive Sentiment: Strong product performance: iPhone 17 is reported as the world’s best‑selling smartphone in Q1 and Apple posted a record March quarter (revenue/EPS beats), reinforcing top‑line momentum. iPhone 17 Rules, Becomes World's Best‑Selling Smartphone
• Neutral Sentiment: Apple’s R&D spending has crossed 10% of sales as it accelerates AI investment — good for long‑term product leadership but raises near‑term operating leverage and investor focus on ROI. Apple crosses 10% of sales on AI R&D
• Neutral Sentiment: Product lineup changes and temporary pulled Mac Studio/Mac mini high‑memory configs point to supply bottlenecks for Macs — supports demand proof but may keep near‑term sales lumpy. Apple pulls high‑memory Mac mini/Mac Studio configs from store on supply crunch
• Negative Sentiment: Apple agreed to a $250M settlement in lawsuits over delayed/mis‑advertised Siri/AI features — the cost is manageable but highlights execution and marketing risks around AI rollouts and could create modest near‑term cash outflows and reputational headlines. Apple settles lawsuit over late Siri AI features for $250 million
• Negative Sentiment: Legal pressure persists: Apple failed to pause a contempt ruling related to the Epic Games App Store case, keeping antitrust/legal overhangs on the stock. Apple dealt blow by Supreme Court in long‑running antitrust feud

Insiders Place Their Bets

In other Apple news, SVP Deirdre O'brien sold 30,002 shares of the firm's stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $255.35, for a total value of $7,661,010.70. Following the transaction, the senior vice president owned 136,810 shares of the company's stock, valued at $34,934,433.50. This trade represents a 17.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kevan Parekh sold 1,534 shares of the firm's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the completion of the transaction, the chief financial officer directly owned 13,366 shares in the company, valued at $3,675,650. This represents a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 96,485 shares of company stock valued at $24,594,845 over the last quarter. Insiders own 0.06% of the company's stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Moffett Nathanson raised their target price on Apple from $241.00 to $270.00 and gave the company a "neutral" rating in a research note on Wednesday, February 25th. KeyCorp restated a "sector weight" rating on shares of Apple in a research note on Thursday, March 12th. Maxim Group upgraded Apple from a "hold" rating to a "buy" rating and set a $300.00 target price for the company in a research note on Friday, January 30th. Robert W. Baird set a $310.00 target price on Apple in a research note on Friday, May 1st. Finally, UBS Group set a $296.00 target price on Apple and gave the company a "neutral" rating in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Apple presently has a consensus rating of "Moderate Buy" and a consensus price target of $304.31.

Apple Profile

Apple Inc NASDAQ: AAPL is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple's principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.

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